Conference Collections

Gain fresh perspectives on key issues without leaving your office — CFA Institute Conference Collections assemble the best insights from global events in a single location. Each collection includes a video of the speaker’s presentation, a full transcript of their remarks, and thoughtful analysis placing it in a relevant context for investment professionals. Conference Collections are eligible for CE credits.

What were the articles of the year on Enterprising Investor? The 10 leading posts covered a broad spectrum of subjects, from interviewing and cover letter tips, to how to optimize decision making and better understand blockchain technology. They were authored by some of the most influential thinkers in finance, including Michael Batnick, CFA, and Ben Carlson, CFA, and together offer an illuminating view into the state of the investment profession in 2017.

Richard Thaler reviewed many of our behavioral frailties during his lively and engaging presentation at the 70th CFA Institute Annual Conference in Philadelphia. The key takeaway, according to Shreenivas Kunte, CFA: If only we could learn.

Technological advances are reshaping the global economic system and the future of work. At the 70th CFA Institute Annual Conference, Arun Sundararajan shared his findings on how technology is transforming the labor force and business organizations.

Environmental, social, and governance (ESG) issues are important, but are all of them material? California State Teachers Retirement System (CalSTRS) CIO Christopher J. Ailman discusses how he resolves investment conflicts.

Morgan Stanley's Carla Harris says that everyone needs to cultivate performance currency and relationship currency. What are they? Performance currency is simply delivering what was asked of you plus a little bit more. Relationship currency is created by spending time with people in your organization. Harris said the former will get you noticed, but it is the latter that allows you to maximize your success.

“The big fear society has is your standard of living is going to drop dramatically [in retirement]. And that’s what clients come to you and ask for help on,” says Diane Garnick, chief income strategist and managing director for TIAA (Teachers Insurance and Annuity Association). So what does the retirement data say? One of the most worrisome trends is the gender retirement gap.

More than 130 business leaders have responded to a deadlock in the UK Parliament by signing a letter calling for a second Brexit referendum to prevent a chaotic withdrawal from the EU. "The only feasible way to do this is by asking the people whether they still want to leave the EU," the letter says. CNBC (17 Jan.)

The Chinese government is likely to establish a growth target for this year that falls short of the 6.5% target set for 2018, sources said. This year's target is expected to be 6% to 6.5%. China Daily (Beijing) (18 Jan.)

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